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Strategic Global Advisors’s Herbalife HLF Stock Holding History

Strategic Global Advisors’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-44,925
Closed -$894K – 145
2022
Q3 		$894K Sell
44,925
-880
-2% -$21.8K 0.15% 104
2022
Q2 		$937K Buy
45,805
+5,619
+14% +$139K 0.14% 109
2022
Q1 		$1.22M Buy
40,186
+1,394
+4% +$54.5K 0.18% 100
2021
Q4 		$1.59M Buy
38,792
+3,052
+9% +$127K 0.21% 112
2021
Q3 		$1.51M Buy
35,740
+7,497
+27% +$371K 0.22% 116
2021
Q2 		$1.49M Buy
28,243
+19,050
+207% +$947K 0.27% 117
2021
Q1 		$408K Sell
9,193
-41,468
-82% -$2.05M 0.07% 136
2020
Q4 		$2.43M Buy
+50,661
New +$2.44M 0.43% 77

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Alua Capital Management New York $915M AUM 8.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $928M AUM 47.99% 1-Year Est. Return